TESTING EXPLORATION - SALESFORCE

Salesforce Testing Tutorial: A Beginners

Guide

by RahulJanuary 2, 2020

Salesforce, as we all are aware, offer best-integrated development Environments,

and programming tools.

After the 2 key grand acquisitions of Tablue and Mulesoft, company is expecting its revenue to
be double in size by fiscal 2024, which translates to revenue between $34 to $35 billion.

Well, how about the Testing of Salesforce applications? What types of Testing we can perform,
what challenges are there and the testing best practices specific to Salesforce apps? Made an
effort to give a quick overview of Salesforce Testing. Hope it would add some value to the
Salesforce beginners.

What is Salesforce!
 Before starting this Salesforce testing tutorial, lets see what’s Salesforce! Salesforce.com,
Inc. (usually abbreviated as SF or SFDC for Salesforce.com) is an American cloud-based
software company headquartered in San Francisco, California.
 Salesforce was ranked first in Fortune’s 100 Best Companies to Work For in 2018 and
second in 2019.
 The primary purpose of a CRM tool is to sustain the relationship of an organization with
its customers once the product is delivered to customers.
 Over the time, along with providing CRM services, Salesforce started to offer cloud
storage as well, which reduced the hassle of maintaining physical servers for data storage
of web applications.
What is SalesForce Testing?
 Salesforce testing is a validation of the configuration and customisation performed in
Salesforce.
 Salesforce CRM is built on a platform development language called APEX.
 It also provides built-in unit test case for developers to validate their code. Manual
Testing in Salesforce is performed by the QA team which includes happy flow
testing, functional testing, integration testing, regression testing and system testing.
  Automation Testing in Salesforce can be done by any of these tools available in the
market—Provar, AutoRABIT, Assure Click, Selenium and QTP. Selenium is the best choice
as it is the open source tool.
 Functional flows report based on status of test cases, where testers are required to create
the functional flows to understand the functionality of application.
 Process builders to check the behaviour of the system, by giving different entry and rule
criteria.
 Workflows to check the functionality of time-based events.

Why Salesforce testing?

 More than 82,000 companies use Salesforce platform worldwide.
 Helps to maintain a positive relationship with the customers.
 Enhanced communication between customers and organisations.
 Automation of daily tasks.
 The productivity of the developers would be increased as Salesforce provides
inbuilt objects to reduce the development effort.
 No additional software is required to use Salesforce.
 Developers can reuse the existing applications through the built-in Salesforce app store
named App Exchange. Salesforce also allows the developers to build their own custom
applications.
 Inbuilt reporting mechanism.
 Salesforce administrator can create internal users within the Salesforce platform.
 Allows you to check that configuration and code is functional.
 Helps you to confirm that the system’s initial build meets the agreed requirement
 Process builders feature helps you to check the working condition and behaviour of the
system
 Workflows allow you to check the functionality of time-based events

Salesforce Key Terminology

 Salesforce Objects
Salesforce Objects are database tables which permit us to store data specific to the
organization. Standard Objects: Standard objects are that
 Salesforce Standard Objects
Salesforce comes with a large number of standard objects that are integral to Salesforce,
but you can also create custom objects.
 Salesforce Custom Objects
All the items created by external forces and not by Salesforce.com are known as custom
objects
 Relationships
Master-Detail, Lookup
 Record
This is made up of a bunch of fields that hold information to describe a specific item. For
example, a contact record typically contains fields pertinent to a person, including name,
title, phone number, and e-mail address. A record is displayed on a detail page
 Accounts
Companies or individuals that are involved in a business relationship. These can be
partners, customers or competitors.
 Contacts
Individuals within the accounts.
 Opportunity
An event or activity for revenue generation.
 Case
A problem which a customer may have raised.
 Solution
The description of issues and their resolution.
 Forecast
Estimated quarterly revenue of the organization.
 Folders
Holds the documents and determines the access to all the documents within it.
 Report
Analysis of all data that is stored in custom or standard objects.
 Dashboard
Graphical data or groups of charts, generated from reports.
 Activity
It includes calendar events and tasks.
 Products
These refers to items that are sold to customers.
 Campaign
 Marketing projects.
 Lead
 The companies that are interested in your product.
Levels of Testing in Salesforce
Unit Testing

 Unit testing process is conducted by Apex developers. It involves writing clauses in their
code which automatically tests its coverage.
 It helps you to evaluates how many records of data are effected, so that the code would
successfully run on in that environment.
 To deploy Apex code into a Production environment your code coverage ratio should be
minimum 78%.

System Testing

 Performed by an expert team of Salesforce consultants.

 Involves testing of the developed system’s technical processes from start to finish.
 Involves test script based on specific outputs.
 Allows you to troubleshoot a problem with automated rules in the system e,g, workflow,
validation, assignment.

UAT Testing
  It Is conducted by the end users.
 Performed with test scripts which mimic the real case business scenarios with expected
business outcome.
 The desired output should be that the client confirms that the system is fit for purpose

Production Verification Testing

 It is a repeat of system testing in the Production environment, performed by Salesforce

Consultants and end users.
 Production testing is done to test whether config and code have been correctly deployed
from sandbox to production environment.
 The end users should perform the steps from UAT testing again post deployment.

Regression Testing

 Performed by System users, the main objective is to verify that the released code
and configuration features do not affect the existing processes in the system.
 It is done after the release of features that are intended for specific set of users and
tested by system users to whom the release is not intended.
 The main purpose of the testing is to confirm that the system users for whom the
released features are not intended can perform their day to day activities without any
issue.

Salesforce Testing Process

  The testing process for Salesforce could be the same as of testing any web application.

 But, going a step ahead, a tester should have a clear knowledge of:

1. Sales and Service clouds

2. Standard and Custom Objects
3. Salesforce Security concepts
4. CPQ Configure, Price, Quote
5. Workflows and Process Builder
6. Reports and Dashboards
7. Lightening module

 Once the code is deployed in a Sandbox environment and approved to be ready for
release, the code would be moved into production from the Sandbox environment.

 It is assumed that the tester has the basic knowledge of all the terms used in Salesforce
before proceeding with testing.

Salesforce Test Automation Tools

 Selenium web driver
 HP Unified Functional Testing (UFT)
  Cucumber
 Force.com IDE (Eclipse-based)
 Change Sets (Cloud Deploy)
 Ant/force.com migration tool
 Provar

Salesforce Load Testing

Salesforce load testing Challenges

 The multi-tenant environment of software as a service platforms.

 Scheduling complexities.
 System governors, which throttle performance any time running code fails to meet
varied criteria established by Salesforce.
 A total prohibition by Salesforce against stress testing.

And Potential Solutions

 Benchmark the environment to establish a baseline for performance in all load scenarios.
 Evaluate the current test plan and adjust it if required to ensure it adheres to best
practices.
  Confirm resources are enough to achieve the desired result and adjust them if not. This
includes not only appropriate server resources to handle the extreme loads that may
be generated, but also personnel resources.
 Aggregate the necessary information to meet Test Plan requirements imposed by
Salesforce and submit it in the format and timeframe required by Salesforce.com
Customer Service.
 Monitor tests to ensure performance and confirm in-range results. Remediate problems
quickly to avoid failure—or at the minimum, test plan shutdown by Salesforce.
The Final Outcome
 Implementing and managing a quality-focused performance testing program for
Salesforce customizations isn’t easy, but it is essential. Consider this:
 Studies by reputable organizations (such as the Pew Research Center) show worker
productivity rises measurably when technology tools, such as software, work as expected.
 Poorly functioning or failed customizations, especially for Salesforce, will almost certainly
have a negative impact on sales and customer service.

Salesforce Security Testing : Best Practices

 Turn on IP restriction for user logins to minimise the risk of unauthorised access in case
of compromised accounts
 Turn on multi-factor authentication for all users to further reduce the risk of
unauthorised access
 Make organization-wide sharing rules as restrictive as possible while allowing normal
business functions and use role hierarchies, sharing rules, permission sets, etc.
 Require secure passwords that combine uppercase letters, lowercase letters, numbers,
and symbols, and require a minimum of 8 characters.
 Set a maximum incorrect login attempt to between 3 and 5 times.
 Enable obscured secret answers for password resets.
 Force re-login upon session timeout but enable session time out warning popup.
 Keep the session timeout time frame as low as possible without annoying your
Salesforce user base.
 Disable caching and autocomplete on login page.
 Expire user passwords within 90 days of creating it.
 Enforce password history so same password isn’t used until at least 5 new passwords
have been used since the last time the given password was used.
 Passwords should not contain the word ‘password’.
 If using platform encryption, regularly generate a new tenant secret, which will generate
a new encryption key.
 When destroying encryption keys, make sure all data encrypted with that key is
decrypted first.
 Re-encrypt already encrypted data with the latest key if they’re using old keys, even if
the old key is archived and not destroyed.
Salesforce Exploratory Testing

Like exploratory testing on other web applications, Salesforce Testing should also involve:

 Validating the consistency of data across multiple screens.

 Negative test flows, such as deleting the default data generated.
 User input validation on the form fields.
 Cross browser compatibility testing to ensure if the rendering of data is correct across
multiple browsers.
 Maximum length validation for each of the editable input fields along with the invalid
data validation.
 Error message validation when invalid data is passed onto the applications.
 Amount field validation using Boundary Value Analysis and Equivalence test techniques.
 Reports and dashboard testing to test various test data parameters.
 API testing for integrated third-party applications.

Roles and Responsibilities of a Salesforce Tester

 The tester needs to make sure that the code coverage does not go below 75% as per the
standard Salesforce rule.
 Conduct Smoke Testing to make sure all the major functionalities are functioning as per
requirement.
 Create both positive and negative Test Scenarios.
 Conduct role-based testing to ensure the consistency of data with various user roles.
  Able to perform equivalence Partitioning and Boundary Value Analysis.
 Perform compatibility testing of the third-party applications integrated with Salesforce if
any.
 Testers are also needed to work on the application and gain the understanding of its
functionality to create functional map.
 A tester needs to be familiar with load testing tools such as J Meter to validate the
complex flows that produce inconsistent results in Salesforce.
 The tester needs to execute role-based test cases to ensure the consistency of data.
 Performs compatibility test in case Salesforce integrated with third-party apps.
 Clear communication with the development team and Business, to understand the
customisation Salesforce features.
 Knowledge of Apex.

Salesforce Testing challenges

 It’s not an easy task to test advanced features like Visual force, Salesforce or Service
Cloud Console.
 Writing test cases with different roles and mentioning the settings
 You need to rewrite and rerun your classic tests for the Lightning UI.
 Some of the standard functionalities can’t be removed even they are not in use.
 GUI tests don’t work when we switch to the test environment
 Automated tests should able to work in all your test environments
 Field Locators are how you automate tests, find the field or button on a page. There is an
issue creating field locators for the Salesforce screens as some field IDs differ between
Organisations.
 Testing of Visual force pages through automation. The issue lies in creating field locators
reliably on a page. Salesforce will generate the Ids at run time which means any change
 to our APEX code, leads to the change of field locators based on Ids which need constant
maintenance.
 Last but not the least, the most important thing is to understand the Salesforce
administration without fail.

Best practice for Salesforce testing

 Collate information for the testing
A comprehensive list of a prioritised test case scenarios document must be prepared that
covers all possible business case scenarios and technical exceptions. The document
should also include the expected result of each scenario and action. Accordingly the test
data has to be created for testing the defined scenarios.
 Executing the tests
The testing document scenarios must be executed, and the results have to be
documented for testing audit. Any failure scenario or action in the test case must be
escalated to the responsible team and retested after rectification. While testing code it is
recommended that the testing be done in isolation to ensure that the code interacts only
with the relevant data for the tests.
 Use valid user profile
The user level configurations and permission sets associated with the profiles commands
which systems and what level of visibility the user is entitled to. So it is highly
recommended that the testing be done with respective valid user profiles and check for
consistency with the business processes.
 Test both Negative and Positive paths
The system testing and UAT testing should be done for both positive and negative flows
of every test case scenario. Every test result should comply with recorded expected
outcome for the same with zero deviation.
 Managing the tests
All the different tests and scenarios should ensure that the built application or feature is
in sync with the existing manual or systemic operations. So it is mandatory to check the
results against reference data that directs the quality of the final product. The tests
executed should refer to this data and final results should conform to the same.

Afterthoughts……
What’s in Salesforce for Testers

 Salesforce has a dedicated community of developers and testers whom one can connect
to in the hour of need.
 Testers doing Salesforce testing are often called ‘Quality Engineers’ compared to the
‘Quality Assurance’ tester in general
 Salesforce can be used using a web browser without the need to install additional
hardware or software, which makes it the ideal choice for organisations worldwide.
Career growth aspects for Salesforce platform testers are very rapid.
 With more than 90K companies using Salesforce platform, testers can opt for
SalesForce.com administration certification or SalesForce.com developer certification and
improvise their career.